OneTeam Financial believes that everyone can benefit from a written holistic financial plan, and we will help you gain clarity about your future by putting all of your financial pieces together.
The process we will walk you through is called the OneTeam Roadmap. We seek first to understand and then to be understood. We will listen and get to know you to understand where you are now and what your goals are. From there, we will work with you to design your comprehensive, holistic financial plan and put it into motion toward reaching your goals. After that, we will continue to monitor and manage your results with proactive reviews and ongoing access to our team of specialists.
Most of our pre-retiree and retired clients care deeply about having enough income in retirement to comfortably support their desired lifestyle. When designing their holistic financial plan, we help protect their future by planning from an income perspective. We use a proprietary approach to income planning called The Bucket Plan® Process, which helps us structure their investments to provide the income they need through each phase of life.
We carefully analyze current savings, health and other circumstances to develop a lifetime income withdrawal strategy that helps protect from the risk of running out of money in their lifetime. Our approach prioritizes their short-, medium- and long-term financial goals to help them understand and feel confident about how much can be taken from their savings each year.
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